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Posts by jaythorr

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Gold now eats 0.5% of global GDP, bigger than the 1980 oil crisis peak.

But it’s not investors hedging, it’s central banks fleeing systemic risk.

A silent bank run: countries swap dollars for bullion. Shift from paper promises to tangible value.

Sovereigns are revolting.

#Gold
#Finance
#News

6 months ago 2 0 0 0
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Most people think retired planes just sit in graveyards collecting dust.

Reality check: 85-90% gets recycled. Engines sold for millions, cockpits become flight sims, luxury seats go to budget airlines.
The real kicker? United Airline's old plane is quite likely hauling cargo in Africa right now.

7 months ago 1 0 0 0
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China’s probe into Texas Inst. & Analog Devices isn’t trivial.

For decades, their analog chips powered China’s exports.

By targeting them now, Beijing signals self-sufficiency + intent to weaponize it making US chips costly & forcing global supply chains to run on Chinese tech.

Big Shifts OTW.

7 months ago 1 0 0 0
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Trump claims TikTok deal with Xi: 80% US consortium, 20% ByteDance.

China denies TikTok was even discussed.

Bloomberg says US officials confirm it.

So Beijing hiding negotiations or Trump inventing wins? Either way, truth is less about TikTok, more about propaganda wars.

#TradeWar
#TikTok
#Trump

7 months ago 1 0 0 0
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Trump's H1B threats are leverage, not policy. Indians hold nearly 75% of H1Bs, sending home ~$30B annually, the world's largest remittance, powering US tech and 4M US jobs. Cutting this flow would hurt both economies, it is calculated coercion. India must do nothing, stand firm.

#TrumpVsModi
#H1B

7 months ago 1 0 0 0
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This Doesn't Sound Right:
• 20% of US-listed companies ="zombies" (can't cover debt)
• Corporate debt surged 60% in a decade
• Central bank bailouts since 2008 = $29 Trillion
• Fed printed more dollars in 2020 than previous 200 yrs Combined

Who pays?
YOU. Through inflation.

God, Save America.

7 months ago 1 0 0 0
US inequality graph—1% owns 31%, bottom 50% just 2.6%; overlays for declining productivity, rising monopolies, zombie companies.

US inequality graph—1% owns 31%, bottom 50% just 2.6%; overlays for declining productivity, rising monopolies, zombie companies.

If pro-capitalism ≠ pro-business, US missed the memo. Top 1% owns 31% of wealth, bottom 50% just 2.6%. Productivity stalled since 1970s; zombie firms triple in a decade, monopolies balloon, share buybacks over real investment. Capitalism? Or a rigged game for insiders? #WealthGap #SystemFail

7 months ago 3 0 2 0
Financial warning chart showing bubble indicators and crisis warnings

Financial warning chart showing bubble indicators and crisis warnings

The Fed just pulled the biggest policy blunder in years 🧵
S&P 500 at 6,500—bubble time
Credit spreads: record lows
US deficit: 6.5% of GDP
AI stocks: +225%, P/E >50x
Loose conditions, but Fed cuts rates? Recipe for a hard crash. #FedPolicy #BubbleWatch #PrivateCredit

7 months ago 2 0 0 0
Chart showing spread compression trends in direct lending market with SOFR-based pricing data, default rates comparison, and LP commitment statistics for Q3 private credit analysis.

Chart showing spread compression trends in direct lending market with SOFR-based pricing data, default rates comparison, and LP commitment statistics for Q3 private credit analysis.

Direct lending spread compression accelerating: 📊 SOFR+575 medians → SOFR+525 in Q3 for LBOs >$100M 📉 Default rates stable at 2.8% vs 5yr avg 3.2% 🎯 LP commitments up 23% QoQ - dry powder fueling competition Question: Disciplined origination or 2021 repricing? 💭 #PrivateCredit #DirectLending

7 months ago 2 0 0 0